See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,507 | $81,900-9.0% | $119,609-37.7% | $68,494+8.8% |
| Participation rate | 88.2% | 71.9%+16.3pp | 79.3%+9.0pp | 67.9%+20.3pp |
| Annual return | 5.32% | -23.82%+29.1pp | -14.97%+20.3pp | -7.84%+13.2pp |
| Employer contribution / active EE | $2,493 | $2,693-7.4% | $4,232-41.1% | $2,596-4.0% |
| Participant deferral / active EE | $3,809 | $4,148-8.2% | $5,602-32.0% | $4,027-5.4% |
| Admin fee / account holder | $5,279 | $6,582-19.8% | $10,323-48.9% | $5,403-2.3% |